IAA
HEES

Independent Advisor Alliance’s H&E Equipment Services HEES Stock Holding History

Independent Advisor Alliance’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-16,650
Closed -$554K – 652
2021
Q2 		$554K Buy
16,650
+2,359
+17% +$86.4K 0.03% 368
2021
Q1 		$543K Buy
+14,291
New +$457K 0.03% 352

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Independent Advisor Alliance's HEES Position: Q3 2021 in Review

Independent Advisor Alliance sold out of H&E Equipment Services (HEES) in Q3 2021, closing a stake of 16,650 shares — an estimated $554K sold.

Independent Advisor Alliance first reported a position in HEES in Q1 2021 and held it in 2 quarters. The position peaked at $554K in Q2 2021. 150 funds tracked by Wall St. Rank hold HEES as of Q3 2021.

  • Independent Advisor Alliance reported no remaining H&E Equipment Services position as of Q3 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 16,650 H&E Equipment Services shares in Q3 2021, an estimated $554K.
  • Independent Advisor Alliance first reported a position in H&E Equipment Services in Q1 2021 and held it in 2 quarters.
  • Independent Advisor Alliance's H&E Equipment Services position peaked at $554K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2021.

Based on Independent Advisor Alliance's 13F filing for Q3 2021, filed 1 Nov 2021.